Neumann Capital Management, LLC - Portfolio overview

Neumann Capital Management, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 8.02%
2. IEFA - ISHARES TR, 7.90%
3. AAPL - APPLE INC, 5.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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